Beacon Bridge Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 26,504 shares of VTEB stock, worth $1.35 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
26,504
Previous 40,170
34.02%
Holding current value
$1.35 Million
Previous $2.03 Billion
34.66%
% of portfolio
0.61%
Previous 0.96%
Shares
7 transactions
Others Institutions Holding VTEB
# of Institutions
1,141Shares Held
493MCall Options Held
21.1KPut Options Held
21.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.8 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.61 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.56 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.53 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25.6MShares$1.3 Billion1.37% of portfolio